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Assigning Users to a Dashboard Template

To assign users to a dashboard template:

  1. Select Template | Dashboard Templates.
  2. Make sure the Template radio button is selected.
  3. Highlight the dashboard you want to assign users to.
  4. Select the Assigned Users tab.
  5. Click the Assign button to populate the list of users and primary teams.
  6. Use the Filter by field to search for users or teams. This is a "Begins with" search.
  7. Select the check boxes next to the users and/or teams that you want to assign the template dashboard to.
  8. Click Save. A check mark icon is displayed next to each assigned user or team. Each assigned user or member of the assigned team can access the dashboard from the dashboard drop-down.

A user added to a team at a later date automatically gets access to all dashboards already assigned to their team.

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See Also:

Adding a Dashboard Template

Modifying a Dashboard Template

Deleting a Dashboard Template

Managing User Dashboards

User Requirement: Info Manager Administration Rights